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5 ਸਰਵੋਤਮ ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਕੇਨਰਾ ਰੋਬੇਕੋSIP ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਏ ਵਾਂਗ ਕੰਮ ਕਰਦਾ ਹੈਆਵਰਤੀ ਡਿਪਾਜ਼ਿਟ, ਜਿਸ ਵਿੱਚ ਤੁਹਾਨੂੰ ਇੱਕ ਨਿਰਧਾਰਤ ਅੰਤਰਾਲ ਲਈ ਮਹੀਨਾਵਾਰ ਥੋੜ੍ਹੇ ਜਿਹੇ ਪੈਸੇ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ।
SIP, ਸਭ ਤੋਂ ਕਿਫਾਇਤੀ ਨਿਵੇਸ਼ ਵਿਧੀ ਹੋਣ ਕਰਕੇ, ਕੋਈ ਵੀ ਸ਼ੁਰੂਆਤ ਕਰ ਸਕਦਾ ਹੈਨਿਵੇਸ਼ ਸਿਰਫ਼ INR 500। ਇੱਕ SIP ਨਾਲ, ਕੋਈ ਵੀ ਆਪਣੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਪਸੰਦਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਵਿਆਹ, ਘਰ/ਕਾਰ ਦੀ ਖਰੀਦ, ਉੱਚ ਸਿੱਖਿਆ, ਆਦਿ।
ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਇੱਕ ਆਦਰਸ਼ ਤਰੀਕੇ ਨਾਲ SIP. ਉਹ ਇਕੁਇਟੀ ਦੀਆਂ ਕਮੀਆਂ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਅਤੇ ਸਥਿਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਯਕੀਨੀ ਬਣਾਓ।
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
SIP ਦੇ ਕੁਝ ਫਾਇਦੇ ਹਨ:
- ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ
- ਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ
- ਲਚਕਦਾਰ ਅਤੇ ਕਿਫਾਇਤੀ
- ਮਾਰਕੀਟ ਨੂੰ ਸਮਾਂ ਦੇਣ ਦੀ ਕੋਈ ਲੋੜ ਨਹੀਂ
ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਉਤਸੁਕ ਹਨਇੱਕ SIP ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਵਧੀਆ Canara Robeco SIP ਦੀ ਚੋਣ ਕਰ ਸਕਦੇ ਹੋਮਿਉਚੁਅਲ ਫੰਡ ਹੇਠ ਜ਼ਿਕਰ ਕੀਤਾ. ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਇਕੁਇਟੀਜ਼ ਲਈ ਕੇਨਰਾ ਰੋਬੇਕੋ ਦੁਆਰਾ ਸਰਬੋਤਮ SIP ਮਿਉਚੁਅਲ ਫੰਡ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹167.38
↑ 0.10 ₹887 1,000 0.2 26.4 64.6 32 31.5 41.2 Canara Robeco Consumer Trends Fund Growth ₹115.48
↑ 0.36 ₹1,760 1,000 8.2 18.9 42.1 19.5 23.4 26.4 Canara Robeco Emerging Equities Growth ₹261.33
↑ 0.02 ₹25,047 1,000 5.5 19.9 43.4 16.1 24 24 Canara Robeco Equity Tax Saver Growth ₹179.29
↑ 0.26 ₹9,051 500 4.8 16.2 37.3 15.1 22.8 23.7 Canara Robeco Bluechip Equity Fund Growth ₹62.7
↑ 0.01 ₹14,873 1,000 4.1 13.5 34.3 13.8 20 22.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Oct 24
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on (Erstwhile Canara Robeco Large Cap+ Fund) The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized. Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Bluechip Equity Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized return of 16.1% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (11 Oct 24) ₹167.38 ↑ 0.10 (0.06 %) Net Assets (Cr) ₹887 on 31 Aug 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.47 Sharpe Ratio 3.02 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,157 30 Sep 21 ₹16,395 30 Sep 22 ₹18,425 30 Sep 23 ₹23,118 30 Sep 24 ₹38,416 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 3% 3 Month 0.2% 6 Month 26.4% 1 Year 64.6% 3 Year 32% 5 Year 31.5% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 3.19 Yr. Shridatta Bhandwaldar 29 Sep 18 5.93 Yr. Data below for Canara Robeco Infrastructure as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 52.82% Utility 9.35% Energy 8.47% Basic Materials 6.58% Financial Services 6.44% Technology 5.43% Communication Services 3.22% Consumer Cyclical 1.85% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | 5005107% ₹62 Cr 168,401
↑ 4,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325556% ₹50 Cr 1,200,716 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | 5003255% ₹42 Cr 137,500 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | POWERGRID4% ₹33 Cr 977,546 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | PFC4% ₹31 Cr 565,000
↑ 40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | 5324543% ₹29 Cr 180,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA3% ₹28 Cr 23,000 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005503% ₹27 Cr 38,550 Voltas Ltd (Industrials)
Equity, Since 31 Mar 24 | 5005753% ₹26 Cr 150,500
↑ 20,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹26 Cr 375,000
↑ 20,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 16 in Sectoral category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (11 Oct 24) ₹115.48 ↑ 0.36 (0.31 %) Net Assets (Cr) ₹1,760 on 31 Aug 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio 2.87 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,352 30 Sep 21 ₹16,151 30 Sep 22 ₹17,443 30 Sep 23 ₹19,741 30 Sep 24 ₹28,799 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.1% 3 Month 8.2% 6 Month 18.9% 1 Year 42.1% 3 Year 19.5% 5 Year 23.4% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Ennette Fernandes 1 Oct 21 2.92 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.65% Financial Services 26.95% Consumer Defensive 21.21% Industrials 8.93% Communication Services 5.68% Health Care 2.31% Asset Allocation
Asset Class Value Cash 3.27% Equity 96.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | 5008756% ₹107 Cr 2,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | 5324545% ₹80 Cr 503,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5001804% ₹74 Cr 452,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹69 Cr 2,750,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | TRENT4% ₹64 Cr 90,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | BAJAJ-AUTO3% ₹54 Cr 49,390 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | GODREJCP3% ₹52 Cr 350,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | 5324783% ₹48 Cr 232,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 5000963% ₹47 Cr 735,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 21 | 5175693% ₹47 Cr 101,500 3. Canara Robeco Emerging Equities
CAGR/Annualized return of 18.1% since its launch. Ranked 10 in Large & Mid Cap category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (11 Oct 24) ₹261.33 ↑ 0.02 (0.01 %) Net Assets (Cr) ₹25,047 on 31 Aug 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.65 Sharpe Ratio 2.56 Information Ratio -1.08 Alpha Ratio 2.12 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,985 30 Sep 21 ₹17,865 30 Sep 22 ₹17,705 30 Sep 23 ₹20,044 30 Sep 24 ₹28,987 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 2.1% 3 Month 5.5% 6 Month 19.9% 1 Year 43.4% 3 Year 16.1% 5 Year 24% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Amit Nadekar 28 Aug 23 1.01 Yr. Data below for Canara Robeco Emerging Equities as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.87% Financial Services 18.55% Industrials 12.89% Technology 9.13% Health Care 8.85% Basic Materials 7.55% Communication Services 3.02% Consumer Defensive 2.84% Utility 1.5% Real Estate 0.7% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321747% ₹1,777 Cr 14,453,623
↑ 348,015 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 5325394% ₹1,123 Cr 9,564,733
↓ -163,391 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008504% ₹1,119 Cr 17,283,609
↑ 1,143,222 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL4% ₹1,093 Cr 36,514,127
↑ 1,548,195 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TRENT4% ₹1,011 Cr 1,411,809
↓ -342,394 KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 23 | KPITTECH4% ₹1,006 Cr 5,540,754
↑ 84,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5112434% ₹880 Cr 6,046,951
↑ 192,992 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 23 | DIXON3% ₹858 Cr 651,281
↑ 59,168 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹798 Cr 2,837,796
↓ -186,548 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK2% ₹598 Cr 30,689,349
↑ 3,633,123 4. Canara Robeco Equity Tax Saver
CAGR/Annualized return of 20.2% since its launch. Ranked 36 in ELSS category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (11 Oct 24) ₹179.29 ↑ 0.26 (0.15 %) Net Assets (Cr) ₹9,051 on 31 Aug 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 2.7 Information Ratio -0.76 Alpha Ratio 1.76 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹11,057 30 Sep 21 ₹17,607 30 Sep 22 ₹17,498 30 Sep 23 ₹19,911 30 Sep 24 ₹27,946 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.2% 3 Month 4.8% 6 Month 16.2% 1 Year 37.3% 3 Year 15.1% 5 Year 22.8% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 3.19 Yr. Shridatta Bhandwaldar 1 Oct 19 4.92 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26.68% Consumer Cyclical 13.92% Industrials 11.27% Technology 11.09% Basic Materials 6.77% Consumer Defensive 6.74% Energy 6.34% Health Care 5.89% Communication Services 3.71% Utility 2.6% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 3.93% Equity 96.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | 5001806% ₹514 Cr 3,137,584 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5321746% ₹507 Cr 4,126,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | 5003255% ₹432 Cr 1,431,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | 5002095% ₹430 Cr 2,211,310 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | 5324543% ₹284 Cr 1,790,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | 5005103% ₹255 Cr 689,369 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹235 Cr 5,650,988 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS2% ₹223 Cr 490,073 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | 5001122% ₹203 Cr 2,495,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹180 Cr 1,528,000 5. Canara Robeco Bluechip Equity Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 52 in Large Cap category. Return for 2023 was 22.2% , 2022 was 0.8% and 2021 was 24.5% . Canara Robeco Bluechip Equity Fund
Growth Launch Date 20 Aug 10 NAV (11 Oct 24) ₹62.7 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹14,873 on 31 Aug 24 Category Equity - Large Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.71 Sharpe Ratio 2.63 Information Ratio -0.84 Alpha Ratio 2.67 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹10,665 30 Sep 21 ₹16,379 30 Sep 22 ₹15,780 30 Sep 23 ₹18,185 30 Sep 24 ₹25,100 Returns for Canara Robeco Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.6% 3 Month 4.1% 6 Month 13.5% 1 Year 34.3% 3 Year 13.8% 5 Year 20% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.2% 2022 0.8% 2021 24.5% 2020 23.1% 2019 15.7% 2018 3.4% 2017 31.4% 2016 1.9% 2015 -0.5% 2014 35.9% Fund Manager information for Canara Robeco Bluechip Equity Fund
Name Since Tenure Vishal Mishra 1 Jun 21 3.25 Yr. Shridatta Bhandwaldar 5 Jul 16 8.16 Yr. Data below for Canara Robeco Bluechip Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 28.78% Consumer Cyclical 11.75% Technology 11.29% Industrials 9.56% Health Care 9.34% Consumer Defensive 7.12% Energy 6.04% Communication Services 5.01% Basic Materials 4.69% Utility 2.81% Asset Allocation
Asset Class Value Cash 3.6% Equity 96.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | 5001808% ₹1,149 Cr 7,021,256
↑ 350,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5321748% ₹1,125 Cr 9,155,600
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | 5003255% ₹807 Cr 2,673,250
↓ -50,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | 5002095% ₹778 Cr 4,004,142 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | 5324544% ₹629 Cr 3,960,316 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | 5005104% ₹551 Cr 1,485,992 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹484 Cr 1,063,055 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | 5001123% ₹438 Cr 5,375,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹418 Cr 10,050,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO3% ₹409 Cr 361,652
SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ?
ਜਾਣਨਾ ਚਾਹੁੰਦੇ ਹੋ ਕਿ ਤੁਹਾਡਾ ਕਿਵੇਂSIP ਨਿਵੇਸ਼ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਖਾਸ ਸਮੇਂ ਲਈ ਮਹੀਨਾਵਾਰ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਵਧੇਗਾ? ਅਸੀਂ ਤੁਹਾਨੂੰ ਇੱਕ ਉਦਾਹਰਣ ਦੇ ਨਾਲ ਸਮਝਾਵਾਂਗੇ।
SIP ਕੈਲਕੁਲੇਟਰ ਜਾਂ SIP ਰਿਟਰਨ ਕੈਲਕੁਲੇਟਰ
SIP ਕੈਲਕੂਲੇਟਰ ਆਮ ਤੌਰ 'ਤੇ ਇਨਪੁਟ ਲੈਂਦੇ ਹਨ ਜਿਵੇਂ ਕਿ SIP ਨਿਵੇਸ਼ ਰਕਮ (ਟੀਚਾ) ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਲੋੜੀਂਦੇ ਨਿਵੇਸ਼ ਦੇ ਸਾਲਾਂ ਦੀ ਸੰਖਿਆ, ਉਮੀਦ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।ਮਹਿੰਗਾਈ ਦਰਾਂ (ਕਿਸੇ ਨੂੰ ਇਸ ਲਈ ਲੇਖਾ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ!) ਅਤੇ ਸੰਭਾਵਿਤ ਰਿਟਰਨ। ਇਸ ਲਈ, ਕੋਈ ਟੀਚਾ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ ਲੋੜੀਂਦੇ SIP ਰਿਟਰਨਾਂ ਦੀ ਗਣਨਾ ਕਰ ਸਕਦਾ ਹੈ!
ਮੰਨ ਲਓ, ਜੇਕਰ ਤੁਸੀਂ 10 ਰੁਪਏ ਦਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ,000 10 ਸਾਲਾਂ ਲਈ, ਦੇਖੋ ਕਿ ਤੁਹਾਡਾ SIP ਨਿਵੇਸ਼ ਕਿਵੇਂ ਵਧਦਾ ਹੈ-
ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼: INR 10,000
ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ: 10 ਸਾਲ
ਨਿਵੇਸ਼ ਕੀਤੀ ਗਈ ਕੁੱਲ ਰਕਮ: INR 12,00,000
ਲੰਬੇ ਸਮੇਂ ਦੀ ਵਿਕਾਸ ਦਰ (ਲਗਭਗ): 15%
ਦੇ ਅਨੁਸਾਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨsip ਕੈਲਕੁਲੇਟਰ: 27,86,573 ਰੁਪਏ
ਕੁੱਲ ਲਾਭ: 15,86,573 ਰੁਪਏ (ਸੰਪੂਰਨ ਵਾਪਸੀ= 132.2%)
ਉਪਰੋਕਤ ਗਣਨਾਵਾਂ ਦਰਸਾਉਂਦੀਆਂ ਹਨ ਕਿ ਜੇਕਰ ਤੁਸੀਂ 10 ਸਾਲਾਂ ਲਈ INR 10,000 ਮਹੀਨਾਵਾਰ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ (ਕੁੱਲ INR12,00,000) ਤੁਸੀਂ ਕਮਾਈ ਕਰੋਗੇ27,86,573 ਰੁਪਏ, ਜਿਸਦਾ ਮਤਲਬ ਹੈ ਕਿ ਤੁਸੀਂ ਜੋ ਸ਼ੁੱਧ ਲਾਭ ਕਮਾਉਂਦੇ ਹੋ15,86,573 ਰੁਪਏ. ਕੀ ਇਹ ਬਹੁਤ ਵਧੀਆ ਨਹੀਂ ਹੈ!
ਕੇਨਰਾ ਰੋਬੇਕੋ ਐਸਆਈਪੀ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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